Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,415 | $97,881-29.1% | $80,004-13.2% | $125,389-44.6% |
| Participation rate | 61.5% | 77.9%-16.3pp | 73.0%-11.5pp | 83.2%-21.7pp |
| Annual return | -0.46% | 9.36%-9.8pp | 7.63%-8.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,331 | $3,128-25.5% | $2,473-5.7% | $4,866-52.1% |
| Participant deferral / active EE | $5,155 | $3,744+37.7% | $3,204+60.9% | $5,352-3.7% |
| Admin fee / account holder | $7,486 | $6,278+19.2% | $5,033+48.7% | $9,541-21.5% |